All plans
Add clients and invite them to the portal
Keep client records organized and give the right person access to their work.
Add a contact
Open Clients and choose the add-client action. Enter the client’s name and email, then add company and contact details as needed. Save the record. This is useful when you want to prepare a project before inviting the client.
Send a portal invitation
Use Invite client, or open an existing client record and use its invitation action. The email contains the account setup link. Ask the client to use that link and the email address you invited, rather than registering a separate consultant workspace.
Attach the client to the right work
Select the client when creating a project, quote, or invoice. A project without an assigned client can be useful during preparation, but it will not appear in a client’s portal until the correct client is attached.
If the invitation does not work
- Confirm the email address, then ask the recipient to check spam.
- Send a fresh invitation if the link has expired.
- If they already have an account, they should sign in or reset their password.
- Do not share your consultant login as a workaround.
Free includes two clients. Pro and Business remove that client limit.